Pandi, LLC
● SEC registered since 2024CRD 330112SEC# 801-131022Kansas City, MO
Reg. AUM
$1.38B
Employees
20
Accounts
115
Location
Kansas City, MO
Pandi, LLC assets under management
Pandi, LLC is an SEC-registered investment adviser based in Kansas City, MO. The firm has been registered since 2024. It reports $1.4 billion in regulatory assets under management and employs 20 people.
Pandi, LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dante Antonio Roldan Control | Chief Compliance Officer, General Counsel | Under 5% | 2025 |
| Excolo, LLC Control | Member | 50-75% | 2023 |
| Lauren Elizabeth Heyen Control | Chief Financial Officer | Under 5% | 2024 |
| Matthew Gene Ferguson Control | Chief Executive Officer/Chief Investment Officer | Under 5% | 2024 |
| Tifec, LLC Control | Member | 50-75% | 2023 |
| Clay Allen Patterson Control | Trustee | — | 2023 |
| Clay Allen Patterson Revocable Trust Control | Member | 25-50% | 2023 |
| Clifford W. Illig Revocable Trust Control | Member | Over 75% | 2023 |
| Clifford Wayne Illig Control | Trustee | — | 2023 |
| Cortney Patterson Barton Control | Trustee | — | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Pandi, LLC manage?
Pandi, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Pandi, LLC have?
Pandi, LLC reports 20 employees.
Where is Pandi, LLC located?
Pandi, LLC is based in Kansas City, MO and has been SEC-registered since 2024.
Does Pandi, LLC disclose fund performance?
Pandi, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 Wyandotte Street, Suite 301, Kansas City, MO 64105 |
| Phone | 913-437-9900 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.38B▼ 32%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,306 advisers
EmployeesTop 24%
More than 76% of 16,824 advisers
Assets under management
$1.38Bregulatory AUM
Discretionary $681.4MNon-discretionary $696.2M